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Schwab U.S Small- Cap ETF

1,122 hedge funds and large institutions have $6.02B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 442 increasing their positions, 416 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
851
Heirloom Wealth Management
Colorado
$247K
CA
852
Capital Advantage
California
$247K
RFP
853
Root Financial Partners
California
$247K
GSWM
854
Golden State Wealth Management
California
$247K
CIA
855
Compass Ion Advisors
Pennsylvania
$246K
MAG
856
Mayfair Advisory Group
Alabama
$245K
PCMC
857
Paragon Capital Management (Colorado)
Colorado
$244K
CWM
858
Castle Wealth Management
Florida
$241K
WI
859
Wedgewood Investors
Pennsylvania
$240K
WA
860
WPG Advisers
Maryland
$238K
RIS
861
Retirement Income Solutions
Michigan
$237K
TIM
862
Total Investment Management
Arizona
$237K
KWS
863
Keystone Wealth Services
California
$237K
PTCG
864
Pring Turner Capital Group
California
$237K
APA
865
Astoria Portfolio Advisors
New York
$237K
DB
866
Dravo Bay
Delaware
$237K
FL
867
FreeGulliver LLC
Louisiana
$236K
FFM
868
Forum Financial Management
Illinois
$235K
DBRC
869
D.B. Root & Company
Pennsylvania
$234K
JPWM
870
Jamison Private Wealth Management
Georgia
$234K
PAM
871
Palisade Asset Management
Minnesota
$234K
MWM
872
MBE Wealth Management
Wisconsin
$232K
PFGIA
873
Patriot Financial Group Insurance Agency
Massachusetts
$230K
OIA
874
Optimum Investment Advisors
Illinois
$230K
HCMT
875
Highland Capital Management (Tennessee)
Tennessee
$226K